Carson Wealth (CWM LLC)’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15K | Hold |
400
| – | – | ﹤0.01% | 4061 |
|
|
2025
Q1 | $14K | Hold |
400
| – | – | ﹤0.01% | 3896 |
|
|
2024
Q4 | $15K | Hold |
400
| – | – | ﹤0.01% | 3613 |
|
|
2024
Q3 | $15K | Hold |
400
| – | – | ﹤0.01% | 3529 |
|
|
2024
Q2 | $14K | Hold |
400
| – | – | ﹤0.01% | 3322 |
|
|
2024
Q1 | $14K | Sell |
400
-2,260
| -85% | -$79.1K | ﹤0.01% | 3117 |
|
|
2023
Q4 | $89K | Sell |
2,660
-950
| -26% | -$31.8K | ﹤0.01% | 1825 |
|
|
2023
Q3 | $124K | Hold |
3,610
| – | – | ﹤0.01% | 1516 |
|
|
2023
Q2 | $136K | Hold |
3,610
| – | – | ﹤0.01% | 1408 |
|
|
2023
Q1 | $137K | Hold |
3,610
| – | – | ﹤0.01% | 1345 |
|
|
2022
Q4 | $146K | Hold |
3,610
| – | – | ﹤0.01% | 1214 |
|
|
2022
Q3 | $129K | Sell |
3,610
-2,599
| -42% | -$92.9K | ﹤0.01% | 1226 |
|
|
2022
Q2 | $254K | Sell |
6,209
-4,049
| -39% | -$166K | ﹤0.01% | 943 |
|
|
2022
Q1 | $460K | Sell |
10,258
-5,005
| -33% | -$224K | ﹤0.01% | 755 |
|
|
2021
Q4 | $700K | Buy |
+15,263
| New | +$700K | ﹤0.01% | 645 |
|